BRWA
SPVM icon

B. Riley Wealth Advisors’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

B. Riley Wealth Advisors’s Portfolio SPVM Stock Details SPVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,253
Closed -$132 – 1787
2014
Q4 		$132 Buy
+4,253
New +$130K ﹤0.01% 1577

Other funds holding SPVM

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Advisors's SPVM Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2015, closing a stake of 4,253 shares — an estimated $132 sold.

B. Riley Wealth Advisors first reported a position in SPVM in Q4 2014 and held it in 1 quarter. The position peaked at $132 in Q4 2014. 13 funds tracked by Wall St. Rank hold SPVM as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P 500 Value with Momentum ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,253 Invesco S&P 500 Value with Momentum ETF shares in Q1 2015, an estimated $132.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Value with Momentum ETF in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Invesco S&P 500 Value with Momentum ETF position peaked at $132 in Q4 2014.
  • 13 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.